Mid-Cap Blend
The typical mid-cap blend portfolio invests in U.S. stocks of various sizes and styles, giving it a middle-of-the-road profile. Most shy away from high-priced growth stocks, but aren't so price-conscious that they land in value territory. The U.S. mid-cap range for market capitalization typically falls between $1 billion-$8 billion and represents 20% of the total capitalization of the U.S. equity market. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. Morningstar®
#10 Northern Funds Mid Cap Index Fund (NOMIX)
| Performance (1-yr.): 18.71% | Expenses: 0.16% |
| Performance (1-mo.): 0.67% | Total Assets: $1.0B |
#10 Weitz Partners III Opportunity Fund (WPOPX)
| Performance (1-yr.): 19.41% | Expenses: 1.31% |
| Performance (1-mo.): 0.21% | Total Assets: $697.51M |
#13 First Eagle Fund of America (FEFAX)
| Performance (1-yr.): 17.27% | Expenses: 1.45% |
| Performance (1-mo.): 0.03% | Total Assets: $2.04B |
#14 Transamerica Partners Mid Value Fund (DVMVX)
| Performance (1-yr.): 18.30% | Expenses: 1.25% |
| Performance (1-mo.): 0.37% | Total Assets: $140.2M |
#15 Dreyfus Mid Cap Index Fund (PESPX)
| Performance (1-yr.): 18.14% | Expenses: 0.50% |
| Performance (1-mo.): 0.58% | Total Assets: $3.0B |
#15 Federated Mid Cap Index Fund (FMDCX)
| Performance (1-yr.): 18.41% | Expenses: 0.55% |
| Performance (1-mo.): 0.62% | Total Assets: $1.13B |
#17 Nuveen Mid Cap Index Fund (FDXAX)
| Performance (1-yr.): 18.08% | Expenses: 0.76% |
| Performance (1-mo.): 0.58% | Total Assets: $499.44M |
#17 Osterweis Fund (OSTFX)
| Performance (1-yr.): 20.81% | Expenses: 0.98% |
| Performance (1-mo.): 1.03% | Total Assets: $932.9M |
#17 Shelton Capital Management S&P Midcap Index Fund (SPMIX)
| Performance (1-yr.): 18.20% | Expenses: 0.58% |
| Performance (1-mo.): 0.50% | Total Assets: $151.43M |
#20 Columbia Mid Cap Index Fund (NTIAX)
| Performance (1-yr.): 18.38% | Expenses: 0.46% |
| Performance (1-mo.): 0.60% | Total Assets: $2.82B |
